Working With Couples: Connecting With Wives Preserves Business
Jul 19, 2018
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By Debra Taylor, CPA/PFS, JD, CDFA
Women outlive men and will inherit from their spouses. We are seeing an uptick in husbands who want their wives to feel prepared and want them involved in the family’s financial planning. Bond with these women, because 70% of widows will walk out the door when they gain control of the estate.